Tzachi Dvir

Tzachi dvir

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  • Timeline

  • About me

    Investments Manager at Meitav Dash

  • Education

    • Bar-ilan university

      2005 - 2007
      Master of arts (m.a) law
    • Bar-ilan university

      2020 - 2021
      Data science program 96
    • The academic college of tel-aviv, yaffo

      2001 - 2004
      Bachelor of arts (b.a.) economics and statistics
    • Ifi - israel financial institute

      2018 - 2019
      Advanced valuation and financial analysis
  • Experience

    • Menora mivtachim

      Jan 2007 - Jan 2009
      Investments manager & analyst

      A Portfolio Manager & Analyst who is responsible for the 3 mutual funds. Worked in the trading room in the mutual funds department under the VP of the mutual funds.

    • Pai finance-sold to menora

      Jan 2007 - Dec 2008
      Investments portfolio manager

      A Portfolio Manager who is responsible for 3 mutual fund, the company's privet clients under the VP .participates in the main investments decisions and writes every two weeks a macro review for the clients

    • Modelim investments house

      Feb 2009 - Aug 2011
      Analyst & investments managr

      A Portfolio Manager & Analyst who is responsible for the 7 mutual funds and the institutional Client portfolios under the CEO. A member in the investments board, presentations and meeting with potential and the company clients. Develop and manage complex excel-based financial Investment portfolio.

    • Excellence nessuah investment house ltd אקסלנס בית השקעות

      Aug 2011 - Dec 2020
      Data scientist & investments managr

      A Portfolio Manager & Data Scientist who is in charge of the Institutional Client Portfolios. Specializes in analyze financial data and able to get into details along with decision making by assessing components of risk and value potential. Develops and manages Investments data using Excel spreadsheets & SQL & Python . Meets most of the Israeli public companies for. Presents financial oversight & Performance to the client's boards of directors. Works under the tailor-made Institutional client restrictions. ongoing updates as well as presentation before bond or IPO issuing. Specializes in analysis of corporates and government bonds besides checking legal and finance terms of the corporate bonds Regarding Hodak regulations Show less

    • Meitav dash

      Mar 2021 - now
      Investments manager

      Investments Manager in the “Kuput Mifaliyot” desk Including Provident & Pension Funds (gemel) portfolios. Mange each portfolio from A-Z including all picking: stocks, bonds, hedge funds, alternative assets and currencies hedge forwards. The representative of the investing house in the eyes of the funds for every question or query that needs reference or problem solving. Presents financial oversights & performance to the client's Investing committee every 2 weeks and to the bords of directors every quarter of a year. Works under the Investing committee references and under the Israeli Gemel restrictions using organization skill and creative problem-solving. Develops and manages complex Excel spreadsheets. Show less

  • Licenses & Certifications

    • Certified pension consultant & marketing

      Israel ministry of finance - משרד האוצר
      Feb 2017
    • Insurance elementary agent license

      Israel ministry of finance - משרד האוצר
      Feb 2016
    • Investments portfolio manager

      Israel securities authority
      May 2007
      View certificate certificate